See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,005 | $55,449-24.2% | $83,848-49.9% | $56,287-25.4% |
| Participation rate | 47.3% | 68.0%-20.7pp | 76.1%-28.9pp | 69.9%-22.6pp |
| Annual return | -2.63% | -1.38%-1.2pp | 850.88%-853.5pp | -9.96%+7.3pp |
| Employer contribution / active EE | $410 | $2,430-83.1% | $3,631-88.7% | $2,111-80.6% |
| Participant deferral / active EE | $2,390 | $2,935-18.6% | $4,082-41.5% | $3,350-28.7% |
| Admin fee / account holder | $41 | $656-93.7% | $5,478-99.2% | $521-92.1% |